Mark Farbman PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mark Farbman PA
  • Sponsor EIN: 205571176
  • Sponsor Address: 7422 CARMEL EXECUTIVE PARK DRIVE, CHARLOTTE, NC, 28226
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $204,871

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$204,871$0$0
20237$174,442$0$0
20227$460,269$0$0

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